See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,843 | $78,422+17.1% | $95,952-4.3% | $79,858+15.0% |
| Participation rate | 62.1% | 73.5%-11.4pp | 77.1%-15.0pp | 69.6%-7.6pp |
| Annual return | 21.25% | 19.37%+1.9pp | 91.61%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,937 | $1,945+51.0% | $2,541+15.6% | $2,471+18.9% |
| Participant deferral / active EE | $5,564 | $3,440+61.8% | $4,167+33.5% | $3,740+48.8% |
| Admin fee / account holder | $4,001 | $5,622-28.8% | $6,795-41.1% | $5,306-24.6% |